Design Refresh Alpha: Keep Context Visible in Quickfind for Closed Items
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Claudine Richardson
Please keep the context visible in Quickfind even after a work item is closed. Currently, the context no longer shows, forcing users to open each closed item to identify it. Keeping this visible would make it much easier for Support and Operations teams to quickly locate the correct closed request.
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Claudine Richardson
Merged in a post:
Closed Enate Case - Category to remain visible
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Tracy Nolan
Closed Enate Case - Category to remain visible
displaying the case category/type directly in the search view once a case is closed.
When an Enate case is closed, the category is no longer visible from the search bar (see attached). You have to go into the closed case to see what type of case it was.
This makes it difficult for Customer Support locating a certain request the client/IFA is calling about if it’s been closed, or for CAT/Payments/Servicing to complete a file review and obtain the ID, PORA etc. documents.
As advised by your team Enate product does not support displaying the case category/type directly in search view once a case is closed, but can you please consider for future enhancement. thanks
tracy
C
Claudine Richardson
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C
Claudine Richardson
Thank you for posting, Tracy Nolan! I have a few more questions for you:
- How often do you encounter the need to view the case category/type for closed cases?
- What specific information do you need to access most frequently from closed cases?
- Are there any other features related to closed cases that would improve your workflow?